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Tag Archives: Retirement Planning

How Will You Order Your Portfolio Withdrawals in Retirement?

How Will You Order Your Portfolio Withdrawals in Retirement?

As with most things in retirement income planning, there is no universal best approach for taking withdrawals. Your specific circumstances should determine which approach you take and should be reassessed if/when your plans change. Having assets in all three types of accounts can prove to be a useful tool in retirement.

Posted byGage Paul, CFP®, RICP®, EAMay 28, 2021September 8, 2021Posted inBlogTags:Retirement Planning

4 Steps to Help You Make Better Retirement Decisions

4 Steps to Help Make Better Retirement Decisions

The WRAP process can be useful when making decisions when planning for retirement. While you can still have bad outcomes, the focus is placed on the analysis rather than the results.

Posted byWestern Reserve Capital ManagementMay 21, 2021December 2, 2022Posted inBlogTags:Retirement Planning

Investing for Retirement

Investing for Retirement

Developing and adhering to a sound investment strategy is essential in retirement. This strategy will likely look different than the one you used during your accumulation years. You must find a balance between today’s spending needs and those of the future if you plan on maintaining your standard of living throughout retirement.

Posted byGage Paul, CFP®, RICP®, EAMay 12, 2021July 27, 2021Posted inBlogTags:Investing, Retirement Planning

Inflation’s Impact on Your Retirement

The Impact of Inflation on Your Retirement

Inflation is yet another risk you may face in retirement, though its effects may not be felt for many years. With smart planning and prudent investing, there are ways to attempt to mitigate its effects on your purchasing power.

Posted byGage Paul, CFP®, RICP®, EAApril 30, 2021January 1, 2022Posted inBlogTags:Investing, Retirement Planning

Engineering Your Retirement Income

Engineering Your Retirement Income

Retirees today have access to more free information and resources than ever before. The issue now is not access but rather the accuracy of the information and mistakes can be costly. Understanding the information and actually implementing the recommendations from that information are two different skills.

Posted byWestern Reserve Capital ManagementApril 21, 2021December 2, 2022Posted inBlogTags:Retirement Planning

Preventative Maintenance for Your Retirement Portfolio

Preventative Maintenance for Your Retirement Portfolio

Putting your investing on autopilot is often a useful strategy when you are accumulating assets, but as you approach retirement, your portfolio could likely benefit from regular monitoring and these adjustments.

Posted byGage Paul, CFP®, RICP®, EAApril 7, 2021July 15, 2021Posted inBlogTags:Investing, Retirement Planning

How Large Does Your Nest Egg for Retirement Need to Be?

How Large Does Your Nest Egg for Retirement Need to Be?

The Rule of 25 is far from perfect, but it can be a good way to get a rough figure on the size of the nest egg you will need for retirement.

Posted byWestern Reserve Capital ManagementMarch 31, 2021December 2, 2022Posted inBlogTags:Retirement Planning

Four Undervalued Retirement Strategies

Four Undervalued Retirement Strategies

These items may not be appealing but can be beneficial when incorporated into your retirement plan. Even if you decide against using these strategies it would be prudent to explore their potential benefits.

Posted byWestern Reserve Capital ManagementMarch 24, 2021December 2, 2022Posted inBlogTags:Investing, Retirement Planning, Social Security

Confidence in the Uncertainty of Retirement

Confidence in the Uncertainty of Retirement

We have no idea what your future in retirement will hold or what the economy will look like but the core principles and saving, investing, and prudent preparedness will remain the same.

Posted byWestern Reserve Capital ManagementMarch 19, 2021December 2, 2022Posted inBlogTags:Retirement Planning

The Practice of Financial Planning

The Practice of Financial Planning

You can make creating a financial plan an event, something that you do once, where you place the resulting binder on a shelf to remind you of its completion. Or you could make financial planning a practice where you regularly review your plan and make informed decisions and adjustments as life plays out.

Posted byGage Paul, CFP®, RICP®, EAMarch 18, 2021March 18, 2021Posted inBlogTags:Retirement Planning

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